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& Retirement 

Our pension and retirement planning advice covers the accumulation stage when building pension wealth and crucially the decumulation stage at retirement. Risk and volatility management is important for our clients as their personal circumstances change leading up to and following retirement. 


We carry out extensive cashflow forecasting and planning with our pension clients to assess the continued sustainability of their retirement plans. As UK longevity and average life expectancy increases, it is more important than ever to ensure retirement plans are on track to your goals and needs.


Our independent pension advice for personal and business clients covers:


  • Personal Pension and Self Invested Personal Pension planning

  • Pension funding and contribution analysis 

  • Decumulation and retirement strategies including cashflow forecasting

  • Group pension planning for businesses and employees

  • Lifetime Allowance and Annual Allowance planning

  • Commercial property purchase advice

A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation. Please remember that past performance is not a reliable indicator of your future results.

Tax treatment is dependent upon individual circumstances and may be subject to change in the future. 

The value of your investment and any income from it may go down as well as up. You may not get back the original amount you invested

Financial Advisers Worcesterhsire, Burlington Financial Solutions
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